2019 Review and 2020 Outlook

All plc funds deliver positive absolute returns in 2019; "Best Fund Group" nomination; ESG committee & Charitable Giving. Marc Craquelin provides 2020 outlook.

Season’s Greetings 2019

We invite you to enjoy our festive film and wish you, your family and colleagues a happy and peaceful festive season and a prosperous 2020.

Eric Sturdza Investments to plant over 50,000 trees

We are delighted to support the Eden Reforestation Projects with our charitable donation leading to the planting of over 50,000 trees in 2020.

Strong performance to close out the year

Bertrand Faure explains the Fund's strong performance for November.

Companies search for growth despite uncertain times

Mitsuhiro Yuasa discusses the markets rise during uncertain times.

Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector

Citywire look at the top performing groups within each sector, considering performance of up to seven years for the group awards.

Earnings and New Highs

Eric Sturdza discusses the contributions and future challenges of the Healthcare sector.

Property exposure increased as Chinese developers record stronger sales

Lilian Co provides her insight on how the market has started to appreciate the long term prospect and asset-light model of property management companies.

Japan has the opportunity to re-build stronger and more resilient infrastructure

Mitsuhiro Yuasa comments on the upside potential of the Japan economy and action required to re-build infrastructure.

A hawkish rate cut, as expected

Eric Vanraes discusses how he expects the best performing asset class will be a mix of high quality short term Investment Grade bonds combined with long term US Treasuries.

Aggressive fiscal stimulus to play a big role for the Japanese market

Yutaka Uda comments on the TOPIX hitting a YTD high and why Value stocks were favoured in October.

Volatility providing fertile ground for stock pickers

Bertrand Faure comments on consensus estimates and the portfolio’s holdings reporting solid results for Q3.